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NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending as investors discuss recent quarterly results and the company's Q4 outlook. Community talking points revolve around revenue, vehicle deliveries, and profitability targets, with some expressing concern over sales guidance. Broader discussions include NIO's expansion efforts, chip development, and competition within the EV sector.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet's stock is trending amid reports that Meta may use Google's AI chips, intensifying competition with Nvidia. Community discussions highlight the potential shift in AI infrastructure and Google's growing role in the semiconductor market, with some speculating about a rotation from semis to comms. Investors are weighing the implications of this development on the broader AI landscape and individual company valuations.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is trending downward amid concerns about increased competition from Google's AI chips, reportedly prompting Meta to consider using them; this has sparked fears about Nvidia's market dominance and potential revenue loss, while some investors view the selloff as an overreaction and a buying opportunity. The community is debating the long-term implications for Nvidia's market share and whether this signals a shift in the AI landscape.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending as investors react to news of potential competition from Google's TPUs, leading to discussions about the AI landscape and market share.  Community members are debating the significance of this development, AMD's valuation, and potential impact on its future revenues. Despite concerns, some bulls emphasize AMD's diverse product line and potential for long-term growth, while others anticipate a further price decline.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending amid growing excitement about its role in powering Google's AI initiatives, specifically the Google TPUs, which are seen as a direct competitor to Nvidia's technology. The community is discussing potential upside and increased price targets, while some are wary of a potential overvaluation after the recent surge.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is trending as news circulates about Meta potentially utilizing Google's TPUs, signaling a possible shift in the AI chip landscape and sparking discussions about competition with NVDA. Community chatter highlights GOOGL's growing dominance in AI, with some suggesting it could soon reach a $4 trillion market cap. The stock's recent surge is fueling debates about whether it's entering bubble territory or reflecting genuine long-term growth potential.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending amidst mixed sentiment ahead of earnings, with reports of a White House memo alleging ties to the Chinese military adding to existing regulatory concerns. Despite this, optimism remains around the company's AI initiatives and potential for growth in its cloud business, with some viewing any dips as buying opportunities. Bullish sentiment has also been fueled by recent AI app download numbers.

Kohl's Corp. engages in the operation of family-oriented department stores. Its business line includes apparel, footwear, and accessories for women, men, and children, home products, beauty products, and accessories. The stores generally carry a consistent merchandise assortment with some differences attributable to regional preferences. The company was founded in 1962 and is headquartered in Menomonee Falls, WI.

Kohl`s Corp.

Kohl's Corp

Kohl's stock is trending following a positive earnings report and raised guidance, fueling discussions of a potential short squeeze given the high short interest. Community members are analyzing technical indicators and debating whether the turnaround is sustainable, with some eyeing share buybacks and increased dividends. Overall, the conversation reflects optimism about the company's future under its new CEO.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin is trending as community members rally around its vision of blending cannabis culture with cryptocurrency on the Solana blockchain, positioning it as a community-driven alternative. Many are drawn to its cultural identity and shared mission for positivity and creativity. The coin's association with the broader acceptance of cannabis and its 'Like Bitcoin, but way higher' mantra also seems to be capturing attention.

Barnes and Noble Education, Inc. engages in the management and operation of bookstore chains in universities. It operates through the Retail and Wholesale segments. The Retail segment operates college, university, and K-12 school bookstores, physical bookstores, and virtual bookstores. The Wholesale segment sells and distributes new and used textbooks to physical bookstores. The company was founded by Leonard S, Riggio in 1965 and is headquartered in Florham Park, NJ.

Barnes & Noble Education Inc

Barnes & Noble Education is trending as investors discuss a potential short squeeze, citing a relatively low float and significant short interest. Community members are also highlighting the company's growth in "First Day Complete" program adoption and expectations for continued revenue growth, with some seeing a potential for significant price appreciation. Despite broader market uncertainties, the community seems optimistic about BNED's prospects within the higher education sector.

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ASML Holding N.V. $ASML Stock Holdings Increased by Insigneo Advisory Services LLC

Insigneo Advisory Services LLC boosted its holdings in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) by 38.9% during the 2nd quarter, according to the company in its most recent disclosure...

Journey Strategic Wealth LLC Sells 311 Shares of ASML Holding N.V. $ASML

Journey Strategic Wealth LLC trimmed its holdings in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) by 47.1% during the 2nd quarter, according to the company in its most recent Form 13F...

Geode Capital Management LLC Sells 2,773 Shares of ASML Holding N.V. $ASML

Geode Capital Management LLC lessened its holdings in ASML Holding N.V. (NASDAQ:ASML - Free Report) by 3.6% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund...

Guru Fundamental Report for ASML

Below is Validea's guru fundamental report for ASML HOLDING NV (ADR) (ASML). Of the 22 guru strategies we follow, ASML rates highest using our Twin Momentum Investor model based on the published...

Enterprise Financial Services Corp Purchases New Position in ASML Holding N.V. $ASML

Enterprise Financial Services Corp acquired a new position in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) during the second quarter, according to the company in its most recent 13F filing...

RD Lewis Holdings Inc. Invests $627,000 in ASML Holding N.V. $ASML

RD Lewis Holdings Inc. acquired a new stake in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The...

ASML Holding N.V. $ASML Shares Purchased by Bowen Hanes & Co. Inc.

Bowen Hanes & Co. Inc. raised its stake in ASML Holding N.V. (NASDAQ:ASML - Free Report) by 14.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange...

CenterBook Partners LP Cuts Stake in ASML Holding N.V. $ASML

CenterBook Partners LP decreased its stake in ASML Holding N.V. (NASDAQ:ASML - Free Report) by 63.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange...

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$8.60	--	--	N/A
Q3 '25	$6.36	$6.38	0.41%	BEAT
Q2 '25	$6.10	$6.84	12.19%	BEAT
Q1 '25	$6.16	$6.83	10.87%	BEAT
Q4 '24	$7.01	$7.14	1.85%	BEAT

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